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Carmichael Hill & Associates’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History

Carmichael Hill & Associates’s Portfolio VCIT Stock Details VCIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$160K Buy
1,907
+538
+39% +$44.2K 0.06% 214
2024
Q2 		$109K Buy
1,369
+2
+0.1% +$159 0.04% 234
2024
Q1 		$110K Buy
1,367
+1
+0.1% +$80 0.04% 237
2023
Q4 		$111K Buy
1,366
+14
+1% +$1.08K 0.05% 242
2023
Q3 		$103K Hold
1,352
– – 0.05% 239
2023
Q2 		$107K Hold
1,352
– – 0.05% 240
2023
Q1 		$108K Sell
1,352
-368
-21% -$29.2K 0.05% 228
2022
Q4 		$133K Hold
1,720
– – 0.07% 204
2022
Q3 		$130K Buy
1,720
+143
+9% +$11.5K 0.07% 198
2022
Q2 		$126K Buy
1,577
+248
+19% +$20.2K 0.07% 209
2022
Q1 		$114K Hold
1,329
– – 0.05% 224
2021
Q4 		$123K Hold
1,329
– – 0.06% 229
2021
Q3 		$125K Sell
1,329
-91
-6% -$8.69K 0.06% 219
2021
Q2 		$135K Hold
1,420
– – 0.07% 208
2021
Q1 		$132K Hold
1,420
– – 0.07% 197
2020
Q4 		$138K Buy
1,420
+107
+8% +$10.3K 0.08% 184
2020
Q3 		$126K Buy
1,313
+322
+32% +$31K 0.08% 184
2020
Q2 		$94K Buy
991
+172
+21% +$15.8K 0.07% 199
2020
Q1 		$71K Buy
819
+451
+123% +$41K 0.06% 210
2019
Q4 		$34K Buy
+368
New +$33.6K 0.02% 332

Other funds holding VCIT

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carmichael Hill & Associates's VCIT Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Intermediate-Term Corporate Bond ETF (VCIT) stake by 39% in Q3 2024, buying an estimated $44.2K and bringing the position to 1,907 shares worth $160K. The position accounts for 0.06% of the portfolio, ranked #214.

Carmichael Hill & Associates first reported a position in VCIT in Q4 2019 and has held it in 20 quarters since. 1,079 funds tracked by Wall St. Rank hold VCIT as of Q3 2024.

  • Carmichael Hill & Associates held 1,907 shares of Vanguard Intermediate-Term Corporate Bond ETF worth $160K as of Q3 2024.
  • Carmichael Hill & Associates bought 538 Vanguard Intermediate-Term Corporate Bond ETF shares in Q3 2024, an estimated $44.2K.
  • Vanguard Intermediate-Term Corporate Bond ETF made up 0.06% of Carmichael Hill & Associates's portfolio in Q3 2024, its #214 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Intermediate-Term Corporate Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Corporate Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.